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President's Message

I am honoured to be elected President of the Insurance Institute of Sheffield for 2024/2025.

With the help of my colleagues on the Council of our Institute we will continue to provide a wide range of CPD events for our members, whether on the general or the financial services side of our Institute, as well as sharing the CPD sessions organised by other local institutes in the North East Regional Forum. Based on recent experience most events will be delivered online, but some will be arranged on a face to face basis as we believe this is still important for members to meet and share their experiences.

We are working with the Chartered Insurance Institute and employers across our region to encourage greater participation with our CPD and social events, including our Annual Dinner in November.

If you are interested in sharing your ideas about the future of our Institute and its events I would be pleased to welcome you to join our Council Meetings as a guest. I would also welcome hearing from anyone who would consider joining the Council. We need to ensure that our Institute remains relevant to ALL of our members and we can’t do this without our members.

Forthcoming event

In Person CPD Event: Networking - A Professional Approach

Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.

Tue 23 Apr 12:30 pm – 1:30 pm

Nick Thomas, Nick Thomas & Associates

Legal issues surrounding the use of AI in the Financial Services Sector

We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.

Tue 23 Apr 12:30 pm – 1:30 pm

Christopher Connell, Blacks Solicitors LLP

Women in Finance Event - Pension Planning for Women

This Women in Finance Group event will cover key issues relevant to pension planning specifically for women. Presentations will cover the 'pensions gap', pensions as part of divorce settlements and pensions sharing. The event is free to attend.

Tue 30 Apr 9:30 am – 11:30 am

Royal Victoria, Crowne Plaza, Sheffield

CPD Webinar: Creating Constructive Conversation

Research shows that diverse groups perform better than homogenous ones. Yet by its very nature diversity is often a trigger for conflict and stress. So how do you create an environment where it is “safe” for everyone to speak up? In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.

Wed 22 May 12:30 pm – 12:30 pm

Tom Flatau, TWI